Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ADVT (Advantis Corp) NA -100.00% -100.00% -100.00% -100.00% -100.00% -100.00%
Data as of 05/17/2021, Common starting date is 07/25/1996
More Performance Analytics Comparison
Name Start Date End Date
ADVT (Advantis Corp) 07/25/1996 05/17/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 -100.00 -100.00 -100.00 -100.00 -70.00 -96.35 9.60 495.24 -6.67 -29.69 611.11 0.00 -92.44 1,600.00 600.00 0.00 -80.00 -90.00 400.00 -85.71 -30.00 900.00 -98.89 125.00 -98.18 29.41 78.95 -9.52 0.00
Sharpe Ratio NA 0.27 -0.19 -0.10 -0.05 NA NA 9.11 -0.20 -0.20 0.05 3.74 -0.02 -0.09 1.24 0.00 -0.16 3.72 0.22 0.00 -0.03 -0.06 0.13 -0.07 -0.02 1.65 -0.08 0.15 -0.41 0.27 0.40 -0.10 -0.04
Standard Deviation(%) NA 364.08 379.89 314.53 458.48 NA NA 433.23 354.71 485.11 156.12 133.52 319.89 336.68 494.65 863.14 585.53 430.12 2,320.03 1,359.73 2,713.89 1,485.73 2,391.32 1,242.23 1,225.89 1,125.40 1,197.74 816.30 252.10 97.01 190.79 130.21 80.19
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 100.00 76.92 98.92 77.50 76.12 81.67 84.06 86.52 95.31 95.00 93.65 98.00 98.75 99.90 99.00 98.50 90.00 94.74 0.00 99.00 98.00 99.25 49.57 52.63 34.00 19.23
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 05/17/2021, Common starting date is 07/25/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ADVT (Advantis Corp) -92.77%
Aug 1999 – Aug 2002
-85.04%
Oct 2001 – Oct 2006
-61.07%
Mar 1999 – Mar 2009
-42.39%
Jul 1998 – Jul 2013
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ADVT (Advantis Corp) 391.87%
Dec 2008 – Dec 2011
181.10%
Jan 2013 – Jan 2018
75.30%
Dec 2008 – Dec 2018
21.90%
Mar 2004 – Mar 2019
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return